Frederick Bellows (CRD# 3008990) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cranston, RI and has over 25 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Cranston, RI | Jun 2021 - Current | 2 |
| Jp Morgan Chase Bank, N.a. | Cranston, RI | Jun 2021 - Current | 2 |
| Citizens Securities, Inc. | Newtonville, MA | Jul 2020 - Jun 2021 | < 1 |
| Mass Mutual Life Insurance Company | Warwick, RI | Sep 2018 - Jul 2020 | 1 |
| Mml Investors Services | Warwick, RI | Jun 2018 - Jul 2020 | 2 |
| Gwn Securities, Inc. | Warwick, RI | Jun 2017 - Dec 2018 | 1 |
| Pruco Securities, LLC | Warwick, RI | Mar 2018 - Jun 2018 | < 1 |
| Gwn Securities, Inc. | Warwick, RI | Jun 2017 - Apr 2018 | < 1 |
| Mbn LLC | Forestdale, RI | Nov 2016 - Jun 2017 | < 1 |
| National Financial Services LLC | Smithfield, RI | May 2014 - Nov 2016 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Providence, RI | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- RI
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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